GW & Wade clients, are you having trouble logging
into your online account?

Please contact your GW & Wade Advisory Team. If
you are unable to reach an Advisory Team member,
please contact technical support at
info@gwwade.com or 1.877.499.1133.

Forbes Names GW & Wade, LLC to Top 50 Wealth Manager List for Second Year in a Row

Wednesday, April 30, 2014

WELLESLEY, MA -– GW & Wade, LLC is pleased to be ranked again on Forbes' annual Top 50 Wealth Manager list, along with an elite group of firms nationwide.

GW & Wade is ranked as the 13th largest fee-based Registered Investment Advisory (RIA) firm, up from 32nd last year. Here is the complete Forbes Top 50 Wealth Manager List: www.forbes.com/top-50-wealth-managers. As the article points out, this growth is fueled by an increased “demand for financial advice, and specifically, the shift to fee-based and fee-only investment advice.” (See our recent blog,The Trillion Dollar March.)

"It is a great honor for GW & Wade to be included in Forbes' list of Top 50 Wealth Managers,” said Neil Goldberg, Principal at GW & Wade, LLC. "Our highly talented teams of tax-attorneys, CPAs and investment advisors help our clients work toward secure financial futures, by simplifying many of the complexities of tax, estate and investment planning.